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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,078 | $110,212+61.6% | $96,534+84.5% | $139,466+27.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 52.46% | 26.42%+26.0pp | 25.88%+26.6pp | 373.66%-321.2pp |
| Employer contribution / active EE | $14,655 | $3,620+304.8% | $2,965+394.2% | $4,754+208.3% |
| Participant deferral / active EE | $27,000 | $5,547+386.7% | $4,851+456.6% | $6,712+302.3% |
| Admin fee / account holder | $36,478 | $11,599+214.5% | $8,253+342.0% | $11,409+219.7% |